Message from the President

Many of you are becoming increasingly aware of the existence of The NAEPC
Education Foundation, but as I visit and speak to councils across the country I
learn that many individual members of councils are still unaware of that
organization. Please allow me to enlighten you.

Creation of The NAEPC Foundation was authorized by the board of directors of
NAEPC in 2005, and in July of that year the Foundation was incorporated in
Delaware as an IRC Section 501 (c) (3) corporation. I was not involved with
NAEPC at that time, so can take no credit whatsoever for that event. However, I
continue to be impressed by the wisdom and foresight shown by NAEPC's officers
and directors at that time whenever I review the Articles of Incorporation.
Statement 9 in that document outlines the purposes for which the corporation was
organized. I think that restating four of those purposes herein is appropriate:

to educate the public regarding the benefits of the team concept of
estate planning as espoused by the National Association of Estate Planners &
Councils;

to develop educational programs regarding estate planning for estate
planning professionals and the general public;

to engage in any and all lawful activities that serve to educate estate
planning professionals and the general public regarding estate planning.

Those are certainly laudatory objectives, and I am happy to report that our
foundation is growing both legs and wings in pursuit of those stated purposes.
It has, together with NAEPC, co-hosted our nationally acclaimed Annual
Conference for the past several years, was instrumental in obtaining the
Presidential Proclamation naming the third week in October as National Estate
Planning Awareness Week, and has partnered with our Synergy Summit colleagues in
supporting Financial Literacy Awareness Month in April. In addition, the
Foundation has created an excellent website for use by the public—
www.EstatePlanningAnswers.org.

Because the Foundation has been so involved in educational activities, its
name was changed last year to include that focus: The NAEPC Education
Foundation. I invite you to learn more about this growing organization by
logging on to www.naepc.org/foundation.web. Browse to your heart's content, and
then click on the "Contribute" link in order to join many of our local and
national leaders in providing financial support for this most worthy endeavor.
Thanks in advance.

Who Are We?

Reflections on the Values of NAEPC...

It is the mission of the National Association of Estate Planners & Councils
to: promote the multi-disciplinary approach to estate planning by supporting
local estate planning councils and their members and by encouraging the
formation of new councils.

Please plan on joining us from November 7 - 9, 2012 in Orlando,
Florida. The hosting property, Buena Vista Palace, is near Downtown Disney and
the conference is timed to be near both the
Festival of the Masters art show and the
Epcot® International Food & Wine Festival… this conference provides
a perfect opportunity to plan a family vacation or some extra time away!

Available registration packages:

Council Leadership Day Package
Includes Council Leadership Day sessions on Wednesday, November 7, 2012,
sponsor bonus and technical education sessions on Thursday, November 8, 2012
& Friday, November 9, 2012, presentation material, conference breakfasts &
luncheons, and the Wednesday evening Welcome Reception—$800

Visit www.naepc.org/convention.web for additional information, a full
conference brochure, descriptions of the educational sessions and companion
program, and links to online hotel reservations. Don't delay—the $50 early
bird deadline expires on September 14, 2012!

Accredited Estate Planner® Designation Information

Our designee family continues to expand in 2012 with the addition of 75 new
AEP® members so far this year. Look for the names of the newest designees at the
end of this message and please greet them warmly when you see them at your
affiliated local estate planning council meetings or at the upcoming conference
in November, in Orlando. We are delighted to welcome Al Gibbons CLU®, ChFC®,
AEP® as the featured speaker at the AEP® special presentation (just for active
designees!) on Thursday, November 8, 2012 in Orlando. Read more about this
unique event in the upcoming AEP® Alert or within the annual conference
brochure.

As I mentioned in the last issue of this publication, we admire the creative
ways that local councils across the country continue to value and honor their
AEP® members at meetings. We are delighted to see so many leaders of the
councils embracing the designation for themselves and their board members.
Please share your traditions with us, as we love to hear your feedback.

Give the public a way to identify you as a qualified professional estate
planner who has the expertise and experience necessary to handle complex
estate planning and/or business succession needs

Acquire access to potential clients through our national searchable
database

Tap into the resources of the NAEPC and special members' only benefits

Expand your networking opportunities with other estate planning
professionals from across the country by attending our annual national
conference and earn all of your estate planning hours required to keep the
AEP® designation active and in good standing

Member Benefits, Programs & Services

NAEPC strives to offer our designees, councils and the affiliated local council membership high quality benefits, programs and services at value pricing. We continually look for opportunities that will enhance the value of your membership and make your practice more efficient.

Featured Benefit

Trusts & Estates magazine$129 subscription rate!

Trusts & Estates' in-depth peer-reviewed articles have made the magazine the
authority on estate law, tax issues, and wealth management for over a century.
Attorneys, fiduciaries, accountants, investment advisors, charitable giving
specialists, family office executives, insurance agents, and valuation experts
all contribute their insight and advice to the pages of the magazine. Always
with a view to helping you better meet your client's needs. Written by experts
for experts!

All the benefits of fully priced subscriptions are yours … even at this
low rate! Every subscription includes:

12 monthly issues of Trusts & Estates magazine

Unlimited access to the magazine's online editorial archive (select a
user ID and password as you order for same day access)

Three monthly e-newsletters: Conrad Teitell's Philanthropy Tax e-Letter
reporting and analyzing an important tax development governing charitable
contributions, Wealth Watch News reporting on federal and state government
estate tax, retirement benefits, and life insurance reforms, and the Trusts
& Estates Technology Review examining high-tech resources for the trusts and
estates practitioner

Please remember… all members must utilize a user name/password to access
detailed ordering links and information. If you are an At-large member or member
of a council that utilizes passwords on a website hosted by NAEPC, you can use
the "I forgot my password" option. Others should contact NAEPC with questions
about the appropriate user name/password combination.

National Financial Literacy Month Recap

April 2012 was National Financial Literacy Month! A copy of the
full post-campaign report can be found online. It's not too early to start
thinking about how you can make an impact during National Estate Planning
Awareness Week, scheduled from October 15-21, 2012. All members of affiliated
local councils are encouraged to get involved!

Have you Visited www.NAEPC.org Lately?

Our website, www.NAEPC.org boasts many
exciting features and capabilities. If you have not visited lately, take a look
today. Here are just a few of the many things you can do when you get there:

Estate Planning Law Specialist Designation Information

The Estate Planning Law Specialist (EPLS) designation is available to attorneys and is administered by the Estate Law Specialist Board, Inc., an attorney-run subsidiary of the National Association of Estate Planners & Councils. Attorneys who become board-certified under this program demonstrate a high level of professionalism and commitment to the concept of specialization. This program is currently the only program, other than certain state bar association programs which are only for residents of their particular states, accredited by the American Bar Association to Board-certify attorneys as Estate Planning Law Specialists.

Get Involved!

Nominations for the NAEPC Board of Directors Open Until Friday,
July 6, 2012

The National Association of Estate Planners & Councils is the
association of choice for estate planning professionals! Our membership is
comprised of affiliated local estate planning councils and Accredited Estate
Planner® designees from throughout the country. As such, the board of directors
greatly reflects the individual estate planning councils and their 27,000
members. Any organization is only as strong as those who lead it and the
association now seeks your help in identifying potential leaders for the
national board of directors. If you are interested in serving, or know of
someone that might be a good candidate, please contact the national office to
receive a copy of the NAEPC board nomination kit and be sure to submit the
completed application by the July 6th deadline.

Talented Volunteers Needed!

NAEPC is a dynamic and growing association comprised of affiliated local
estate planning councils, their 27,000 members, and Accredited Estate Planner®
designees, led entirely by a volunteer board of directors, a strong committee
configuration, and many volunteers serving on an as-needed basis for
project-based or task force work. We are always looking to expand our volunteer
base and encourage council leaders, council members, and designees to get
involved by serving on one or more committee. Visit our website for a
list of committees and an
application.

Subscription Options

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